Job Role:
- Develops new and expands existing High Net worth Customer relationships for liabilities and assets.
- Ensures high levels of customer service orientation and application of bank policy.
- Cross sells existing bank products to customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirements:
- 3 to 4 years work experience, At least 1+ years at Relationship Manager Role.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex.
- Very valuable understanding of Liabilities & Assets
- Understanding of MF and Insurance an added advantage Customer orientation,
- High energy and drive.
- Go getter attitude.
- Self motivated with a passion to achieve.

📌 Elite Banker Household (Surat)
🏢 Kotak Mahindra Bank
📍 Surat